
Mortgage Rates, Markets, COP27, and World Cup (Podcast)
Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to discuss markets and outlook for the year. Jennifer Lee, Managing Director with BMO Capital Markets, talks about the outlook for economies in Europe and central bank activity globally. Erica Adelberg, with Bloomberg Intelligence, discusses yesterday’s big mortgage interest rate drop, mortgage applications, and outlook for the housing market. Simone Foxman, Correspondent with Bloomberg TV, joins us from Qatar to discuss the latest on the World Cup and her column on Qatar’s various controversies and how it built the most expensive World Cup ever. We’ll also bring in Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the tournament. Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the Tournament. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the show to talk about some retailers on the move this morning following earnings reports, the week in retail earnings, and outlook for retail ahead of Black Friday a week from today. Vijay Manthripragada, CEO at Montrose (NYSE: MEG), joins the show to talk about energy policy and what’s being discussed at week two of COP27. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Nov 202233min

Tech, FTX, and Consumer Strength (Podcast)
Dan Ives, Senior Equity Analyst at Wedbush Securities, and Bloomberg Senior Tech Analyst Mandeep Singh, join us for an in-studio roundtable to break down the latest news in Twitter, chips, and all other news in Big Tech. Annie Massa, cross asset reporter with Bloomberg Intelligence, joins the show to talk about the latest on crypto and FTX. Lindsay Dutch, Retail and Industrial REIT/Consumer Hardlines Equity Research Analyst with Bloomberg Intelligence, talks about Bath and Body Works huge stock move after reporting earnings and other consumer staples as holiday shopping kicks off. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, joins the show to discuss the latest developments out of Ukraine. Harley Finkelstein, President at Shopify (NASDAQ: SHOP), joins the show to talk about his company and the strength of the consumer. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
17 Nov 202239min

Ukraine, Commodities, and Retail (Podcast)
Maria Tadeo, Europe reporter with Bloomberg News, discusses the latest on the war in Ukraine and how European leaders are responding. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss how commodities are being influenced by the war in Ukraine. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses the global energy market and how it could be reshaped by the war in Ukraine. David Friedberg, CEO of the Production Board, joins the show to discuss the latest on COP27 and discussions surrounding food insecurity and how conflict impacts global hunger. Anjee Solanki with Colliers, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss October retail sales and Target earnings. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the latest on the war in Ukraine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Nov 202242min

Rates, Earnings, Goldman, and Crypto (Podcast)
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the TIPS market and inflation. Sri Natarajan, Senior Reporter with Bloomberg News, joins the show to talk about his story on Goldman Sachs paying out over $12 million to bury a partner’s sexism claim. Jen Bartashus, Senior Equity Research Analyst at Bloomberg Intelligence, joins us to break down Walmart earnings. Former NY Giants quarterback and partner with investment firm Brand Velocity Group Eli Manning, along with Brand Velocity Founding and Managing Partner Steve Lebowitz, join the show to talk about Brand Velocity’s goals as well as changing landscape for sports consumption, steaming, and sports betting. Chiente Hsu, CEO and co-founder of ALEX – Automated Liquidity Exchange, joins the show to discuss Sam Bankman-Fried and the latest on FTX’s collapse. Bryan Fairbanks, CEO at TREX (NYSE: TREX), joins the show to discuss manufacturing, rails, and housing and construction demand. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
15 Nov 202247min

Crypto, ETFs, and Stocks (Podcast)
Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join for an in-studio roundtable to talk FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Sean O’Hara, President at Pacer ETFs, joins the show to discuss ETF investing and strategies he likes for the rest of 2022. Noel Archard, Global Head of ETFs at AllianceBernstein, joins the show to discuss ETF investing and market conditions and what they portend for ETFs in 2022. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the show to talk about Rivian and Tesla stock moving in the premarket. Marianne Scordel, founder at Bougeville Consulting, joins the show to discuss Paris overtaking the UK as the largest stock exchange in Europe. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
14 Nov 202235min

Markets, Eco Data, Crypto, and Tech (Podcast)
Bloomberg News strategist Cameron Crise and reporter Katie Greifeld break down University of Michigan sentiment survey. Joe Meyer, founder and CEO at Meyer Capital, and Jay Hatfield, CEO with Infrastructure Capital Management, join the show for a roundtable to break down the week in news in markets. They also provide makes sector and stock picks and talk the outlook for investing and energy. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and stocks he likes in 2022. Bloomberg wall street reporter Sonali Basak and Bloomberg tech reporter Ed Ludlow wrap an historic week in crypto and Twitter. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.
11 Nov 202251min

FTX, CPI, ETFs, and Real Estate (Podcast)
Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, discuss FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Christian Chan, Chief Investment Officer at AssetMark, joins the show to talk about how the market is pricing in the October CPI reading and if we’ve reached a bottom. Hessam Nadji, CEO of Marcus & Millichap, talks about his company’s Q3 performance, the real estate sector and rising mortgage interest rates. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins the show to discuss DWS launching the listing of three new dividend, value and growth ETFs and investing strategies following today’s CPI. Anna Wong, Chief US Economist with Bloomberg News, joins the show to discuss the CPI data and the chances of a recession. James Rasteh, Founding Partner at Coast Capital, LLC, joins the show to discuss activist investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
10 Nov 202238min

FTX, Meta, Disney, Midterms, and COP27 (Podcast)
Joanna Ossinger and Katie Greifeld, both cross asset reporters with Bloomberg News, and Nic Carter, Founding Partner at Castle Island Ventures, join the show to discuss the fallout from the Sam Bankman-Fried/FTX collapse. Nathan Dean, US Policy Analyst with Bloomberg Intelligence, gives us the latest on the US midterms. Mike Halen, Senior Restaurant analyst with Bloomberg Intelligence, discusses the state of the food and restaurant business. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, break down Disney and Meta stocks. Sonali Basak, Wall Street reporter with Bloomberg News, and Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discuss the Wall Street reaction to Sam Bankman-Fried and what it means for crypto going forward. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, discusses her recent pieces on the risks of gauging climate ambitions and ESG-related climate initiatives amid COP27 in Egypt. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
9 Nov 202249min





















